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Belpointe Asset Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Belpointe Asset Management’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-38,388
Closed -$810K – 1235
2026
Q1 		$810K Sell
38,388
-28,371
-42% -$614K 0.03% 530
2025
Q4 		$1.46M Buy
66,759
+11,549
+21% +$254K 0.05% 305
2025
Q3 		$1.21M Buy
55,210
+3,908
+8% +$85.4K 0.05% 347
2025
Q2 		$1.13M Sell
51,302
-80,654
-61% -$1.77M 0.05% 325
2025
Q1 		$2.9M Buy
131,956
+7,369
+6% +$158K 0.15% 131
2024
Q4 		$2.81M Sell
124,587
-102
-0.1% -$2.21K 0.17% 124
2024
Q3 		$2.87M Buy
124,689
+713
+0.6% +$16K 0.17% 118
2024
Q2 		$2.64M Buy
123,976
+4,338
+4% +$92.4K 0.18% 107
2024
Q1 		$2.62M Buy
119,638
+1,925
+2% +$43.1K 0.2% 112
2023
Q4 		$2.73M Buy
117,713
+92,953
+375% +$2.07M 0.24% 78
2023
Q3 		$541K Buy
+24,760
New +$553K 0.06% 312

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Belpointe Asset Management's TUA Position: Q2 2026 in Review

Belpointe Asset Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026, closing a stake of 38,388 shares — an estimated $810K sold.

Belpointe Asset Management first reported a position in TUA in Q3 2023 and held it in 11 quarters. The position peaked at $2.9M in Q1 2025. 86 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Belpointe Asset Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 38,388 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $810K.
  • Belpointe Asset Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and held it in 11 quarters.
  • Belpointe Asset Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $2.9M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.